See how proposals are distributed by status
Turn a proposal status check into a quick count of the stages in your sheet.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Why this helps
It is easy to lose a clear view of the pipeline when proposal status totals require manual counting.
- Summarize proposal volume by a selected status.
- Get a quick view of the pipeline from existing sheet data.
- Avoid manually counting rows before a check-in.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Google Sheets once in Notis.
- 2Create an automation from the portal or by telling Notis what to do.
- 3Ask Notis to retrieve proposal statuses and aggregate matching rows in the tracking sheet.
- 4Select a Notis webhook trigger and a report channel.
- 5Test with a real status value and confirm the sheet contains the rows to analyze.
Questions about this workflow
What does the aggregation use?
The Sheets action searches rows where a selected column matches a value and performs a mathematical operation on another column. The relevant columns and data must exist.
Can it count a status that is not in Better Proposals?
No. It can only use status information returned by Better Proposals or supplied in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Google Sheets. A trigger fires from one place; an action lands in another.
Better proposals triggers
Google Sheets actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Sheet to Spreadsheet
Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Append Dimension
Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
Batch Update Values by Data Filter
Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.
Clear Basic Filter
Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.
Clear spreadsheet values
Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.
Connect any two apps with Notis in the middle.
Better proposals and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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